Home Construction Materials Stocks Q4 In Review: Griffon (NYSE:GFF) Vs Peers
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how Griffon (NYSE:GFF) and the rest of the home construction materials stocks fared in Q4.
Traditionally, home construction materials companies have built economic moats with expertise in specialized areas, brand recognition, and strong relationships with contractors. More recently, advances to address labor availability and job site productivity have spurred innovation that is driving incremental demand. However, these companies are at the whim of residential construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of home construction materials companies.
The 12 home construction materials stocks we track reported a satisfactory Q4. As a group, revenues beat analysts' consensus estimates by 1.5%.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 10.9% since the latest earnings results.
Initially in the defense industry, Griffon (NYSE:GFF) is a now diversified company specializing in home improvement, professional equipment, and building products.
Griffon reported revenues of $632.4 million, down 1.7% year on year. This print fell short of analysts' expectations by 0.8%, but it was still a very strong quarter for the company with an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' EPS estimates.
'Fiscal 2025 is off to a strong start, with our first quarter results highlighted by free cash flow of $143 million, continued solid operating performance at Home and Building Products ("HBP"), and improved profitability from our global sourcing expansion initiative at Consumer and Professional Products ('CPP'),' said Ronald J. Kramer, Chairman and Chief Executive Officer.
The stock is down 3.1% since reporting and currently trades at $72.06.
Is now the time to buy Griffon? Access our full analysis of the earnings results here, it's free.
Credited with the discovery of fiberglass, Owens Corning (NYSE:OC) supplies building and construction materials to the United States and international markets.
Owens Corning reported revenues of $2.84 billion, up 23.3% year on year, outperforming analysts' expectations by 2.7%. The business had a stunning quarter with an impressive beat of analysts' organic revenue and EBITDA estimates.
Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 13.3% since reporting. It currently trades at $143.55.
Is now the time to buy Owens Corning? Access our full analysis of the earnings results here, it's free.
Starting as a small millwork shop, American Woodmark (NASDAQ:AMWD) is a cabinet manufacturing company that helps customers from inspiration to installation.
American Woodmark reported revenues of $397.6 million, down 5.8% year on year, falling short of analysts' expectations by 3.3%. It was a disappointing quarter as it posted full-year EBITDA guidance missing analysts' expectations significantly and a significant miss of analysts' adjusted operating income estimates.
As expected, the stock is down 17.8% since the results and currently trades at $58.49.
Read our full analysis of American Woodmark's results here.
Gibraltar (NASDAQ:ROCK) makes renewable energy, agriculture technology and infrastructure products. Its mission statement is to make everyday living more sustainable.
Gibraltar reported revenues of $302.1 million, down 8.1% year on year. This print lagged analysts' expectations by 1.9%. In spite of that, it was a very strong quarter as it put up full-year EPS guidance exceeding analysts' expectations and an impressive beat of analysts' EBITDA estimates.
Gibraltar scored the highest full-year guidance raise among its peers. The stock is down 1.3% since reporting and currently trades at $57.26.
Read our full, actionable report on Gibraltar here, it's free.
Credited with introducing the first variable-speed pool pump, Hayward (NYSE:HAYW) makes residential and commercial pool equipment and accessories.
Hayward reported revenues of $327.1 million, up 17.5% year on year. This result surpassed analysts' expectations by 7.7%. Overall, it was a very strong quarter as it also put up a solid beat of analysts' organic revenue and EBITDA estimates.
Hayward delivered the biggest analyst estimates beat among its peers. The stock is down 4.3% since reporting and currently trades at $13.76.
Read our full, actionable report on Hayward here, it's free. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
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